blogs
17th June 2024
Northern Trust global survey: Asset management prioritising product quality and accuracy
The US-based custody bank Northern Trust has recently surveyed 300 global asset management firms. The research indicated a major shift in the...
videos
4th June 2024
Introducing KidbrookeONE - Your fully serviced home for investment and wealth analytics.
Cloud-native and API-first, KidbrookeONE is a flexible, modular, high-performance solution that enables our clients to build engaging, responsible, and...
blogs
24th May 2024
The impact of digital tools on occupational pensions
Although corporate, or occupational, pension coverage has been present in the Western world for several decades, few employees fully understand the value it...
blogs
14th May 2024
Integrating environmental, social and governance (ESG) performance indicators as part of the investment process presents unique opportunities for differentiation. But at the same time, it can be complicated from the...
The Wealth Mosaic
8th May 2024
“With the market demanding more personalised digital experiences in wealth management and improved ALM tools, underscoring the need for financial institutions to enhance their analytical capabilities and meet evolving client...
Podcasts & Webinars
7th May 2024
For this episode, we are thrilled to have Fredrik Daveus, CEO of Kidbrooke, delve into the pivotal role of market data aggregation and investment product universe management in the digitalisation...
videos
30th April 2024
In an era where personalised financial services are paramount, the finance sector is navigating through customer expectations, operational efficiency, and regulatory compliance.
Central to achieving a streamlined future is effective data...
news
19th April 2024
The spreadsheets have their advantages. They help financial professionals better understand the nature of the problem they are trying to solve and experiment with all available strategies. However, there is...
blogs
26th March 2024
Overcoming financial data challenges and updating strategies
The diversity of financial data sources and forecasting requirements are common challenges that banks, insurers and investment managers face when creating digital financial journeys. Robust data management is...
The Wealth Mosaic
21st March 2024
This session kicked off with a run-through of Kidbrooke’s analytics platform, and how it now offers sustainability data pipelines. Indeed, this is all the more relevant in a market where...
Podcasts & Webinars
20th March 2024
Dive into the world of asset management with Episode 13 of Kidbrooke's Insight Podcast!
Join expert guests, Hans Sterte, an experienced Swedish economist with an impressive track record in asset management,...
Podcasts & Webinars
5th March 2024
For this episode we're thrilled to have Fredrik Daveus, CEO of Kidbrooke, delve into the pivotal role of market data aggregation and investment product universe management in the digitalisation of...
news
15th February 2024
We are excited to announce our recent partnership with Max Matthiessen, one of the leading Swedish insurance brokers and financial advisers, to implement our unified investment and wealth analytics suite. This collaboration marks...
news
14th February 2024
To continue the Solution Provider Spotlight series, where we highlight the innovative companies shaping the future of wealth management, we are shining the spotlight on Kidbrooke, a provider of OutRank,...
blogs
13th February 2024
The macroeconomic environment is undoubtedly today’s main discussion topic in the wealth management, banks and insurance industries. However, it is fair to say that the threat of climate risks is not far...
videos
12th February 2024
The hybrid model of service delivery — a blend of in-person and digital interactions — has emerged as a consensus in wealth management. But how do you maintain consistency across...
blogs
29th January 2024
The evolution of the financial sector in the digital era has resulted in a significant transformation, accentuated by the pandemic-induced acceleration towards digital adoption. Notably, the hybrid model of service...
Podcasts & Webinars
18th January 2024
For our (small) milestone 10th episode, we delve into ways businesses can maintain customer engagement throughout their financial journeys.
Our conversation highlights the shift toward digital financial management and the incorporation...
Podcasts & Webinars
17th January 2024
In this twelfth episode of Kidbrooke’s insights podcast, Zalia Gindullina, Head of Business Development, and marketing expert Natalie Burke, welcome Celina Borg from Wellfish, a sustainability adviser based in Stockholm....
Podcasts & Webinars
9th January 2024
In our seventh episode, we are joined by Edvard Sjögren, our head of Quantitative Analytics at Kidbrooke. We discuss another perspective on how much financial technology can help people to...
videos
2nd January 2024
The purpose of Consumer Duty is to set a higher standard of care and deliver better consumer outcomes for wealth management and insurance businesses. The overarching principles are set out...
blogs
Data Management & Analysis
Investment Platforms & Tools
13th December 2023
From the heightened attention to Machine Learning (ML) to incorporating gamification methods, the wealth management industry has been increasingly more open towards using emerging technology in their workflows. Despite the challenges...
videos
1st December 2023
Watch this webinar in partnership with Goodacre UK, deep diving into how HAYAH Insurance leverages financial analytics to provide personalised service at scale.
Erik Brodin from Kidbrooke, and David Howard from HAYAH...
case study
16th November 2023
The fear of the unknown is among the most prevalent human experiences, and there is a good reason why retirement planning is often associated with this feeling.
The global pandemic is...
videos
9th November 2023
How can you use technology to develop a financial plan that will help your customers reach their goals?
OutRank®, our financial simulation engine, provides personal ALM capabilities as a Cloud-based API...
The Wealth Mosaic
8th November 2023
How challenging is the industry finding things now that the deadline for Consumer Duty has passed?
The purpose of the UK’s latest regulatory update goes beyond additional reporting and addresses the...
case study
Data Management & Analysis
Financial & Retirement Planning
18th July 2023
HAYAH Insurance recently partnered with Kidbrooke® to build engaging, self-service investment journeys with OutRank®, the financial simulation engine driving HAYAH’s new goals-based financial planning experiences. HAYAH Insurance, established in 2008 and headquartered...
blogs
14th July 2023
Consumers today are managing a large part of their financial lives in a digital setting, giving financial institutions an opportunity to use gaming elements to grab their attention and garner...
blogs
Client Onboarding & Identity Verification
19th April 2023
Suppose your organisation decided to leverage OutRank®, the financial forecasting API, in its digital and hybrid financial journeys. Where do you start, and how do you ensure you get the most...
blogs
Portfolio Build, Analysis & Reporting
Software Development & Management
6th April 2023
As Europe grapples with inflation, financial institutions are tirelessly searching for new ways of improving their business models. Whether updating their services with digital channels, creating more financial products, or exploring untapped markets, financial executives...
blogs
Client Engagement & Management
Digital Platforms & Tools
1st March 2023
Being a provider of a portfolio management system (PMS) that powers wealth management firms requires a commitment to investing in wealth technology. Competing and often conflicting pressures to create compelling tools for...
news
Digital Platforms & Tools
Digital (Robo) Investing
25th January 2023
Kidbrooke®, a leading provider of financial analytics APIs, confirmed the signing of its newest client, HAYAH Insurance. Kidbrooke will be providing HAYAH Insurance with OutRank®, its financial simulation engine driving the...
blogs
Digital Platforms & Tools
Digital (Robo) Investing
18th January 2023
The new economic reality
As European energy prices break new records, many consumers wake up to a significantly altered financial outlook. This change occurs through multiple factors. First, the increase in...
The Wealth Mosaic
Digital Platforms & Tools
Digital (Robo) Investing
16th January 2023
Kidbrooke’s OutRank® is a solution that engages both client and adviser. Its financial simulation engine can be accessed via APIs to power better financial decision-making for wealth services and financial...
blogs
Digital Platforms & Tools
Digital (Robo) Investing
8th December 2022
The financial regulatory landscape has changed dramatically since the subprime mortgage crisis of 2008. The post-crisis period faced the strengthening of anti-money-laundering procedures, stricter regulations concerning cybersecurity, and the rising...
blogs
Client Engagement & Management
Digital Platforms & Tools
1st December 2022
Over the next decade, between 30 and 68 trillion dollars will be transferred by families to their children. In the UK alone, the estimates are US$15.4 million over the next...
blogs
26th October 2022
Remembering her Majesty the Queen of the United Kingdom, Elizabeth II, she often said that her public appearances were important because “I must be seen to be believed.”
How can wealth...
blogs
Digital Platforms & Tools
Digital (Robo) Investing
29th September 2022
As European energy prices break new records, many consumers wake up to a significantly altered financial outlook. This change occurs through multiple factors. First, the increase in household outgoings makes...
blogs
Digital Platforms & Tools
Digital (Robo) Investing
24th August 2022
It has been a few years since digital transformation appeared on the priority list of financial industry executives. While the evolutionary process of tapping into the latest technology is continuous,...
The Wealth Mosaic
Client Engagement & Management
Client Onboarding & Identity Verification
9th February 2022
It is no secret that financial services are going through a massive transformation at the moment. This historically conservative sector, which has been around for about as long as people...
videos
Data Management & Analysis
Digital Platforms & Tools
4th October 2021
Digital transformation of financial businesses has been one of the hottest topics for strategic discussions within the industry for several years now. However, these conversations rarely touch upon how decision-making...
blogs
Digital Platforms & Tools
Financial & Retirement Planning
1st June 2021
Changing patterns of living and working
Now that the world is emerging from the Covid 19 pandemic, people will be making decisions on their lifestyle choices, careers, housing, education and eventual...
news
Digital Platforms & Tools
Digital (Robo) Investing
17th May 2021
Kidbrooke, a leading provider of financial analytics APIs, confirmed today that they are making their range of holistic financial planning and analytics solutions available to additiv customers on both their...
blogs
Financial & Retirement Planning
Portfolio & Wealth Management Systems
1st April 2021
PENSION FREEDOM OR PENSION FEAR
For British people age 55+ with a defined contribution pension, being able to access the first 25% of your savings tax-free can be liberating. They can...
blogs
Client Engagement & Management
Client Marketing & Prospecting
4th March 2021
Using technology to improve distribution capabilities for retail customers is a top priority for asset managers. Communicating complex concepts such as total return, performance relative to benchmark and performance relative...
blogs
Client Engagement & Management
Digital Platforms & Tools
31st December 2020
By distilling decades of research in the fields of quantitative analysis, behavioural economics and portfolio management into easily accessible B2B APIs, Kidbrooke enables fintechs and financial institutions to build next-generation digital customer...
videos
Digital Platforms & Tools
Digital (Robo) Investing
15th October 2020
Modern technology allows banks and insurers to grant a 360-degree view of your personal finances and to intelligently measure your relationship with uncertainty. That way, you could receive high-quality and...
blogs
Data Feeds & Information Sources
Investment Platforms & Tools
13th October 2020
If you are a shareholder of various assets, chances are that you have access to more information than you could possibly process. There is no shortage of high quality and relevant news pieces with...
blogs
Data Management & Analysis
Software Development & Management
14th August 2020
If you asked a child today what a cloud is, what response do you think you’d get? “Water drops floating in the air”? Probably, yes. However, some would opt for...